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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,992 |
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $37 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,689 | $60,261-83.9% | $81,783-88.2% | $74,546-87.0% |
| Participation rate | 58.1% | 62.9%-4.8pp | 72.4%-14.3pp | 67.2%-9.1pp |
| Annual return | 11.02% | 16.88%-5.9pp | 775.05%-764.0pp | 1366.03%-1355.0pp |
| Employer contribution / active EE | $1,072 | $2,622-59.1% | $2,913-63.2% | $2,624-59.2% |
| Participant deferral / active EE | $1,104 | $3,388-67.4% | $4,320-74.4% | $4,347-74.6% |
| Admin fee / account holder | $3 | $1,482-99.8% | $7,380-100.0% | $1,944-99.9% |